Q2 2026 13F · SEC CIK 72971

Wells Fargo & Company/mn

Bank & trustFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $574.6B
Reported positions: 6,628
Top holdings a year, 3 yrs: +18.9%
Average holding period: 9.3 yrs

Wells Fargo & Company/mn is a bank & trust that reported 6,628 positions worth $574.6B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Apple Inc (AAPL, 3.0%), Ishares Tr (IVV, 2.7%), Microsoft Corp (MSFT, 2.2%). A portfolio copying its top holdings returned 18.9% a year over the last 3 years, against 20.4% for the S&P 500.

Wells Fargo & Company/mn holdings largest 50 of 6,628 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wells Fargo & Company/mn 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	3.0%	3.0%	59,910,539	+2.0%	$17.3B
IVVIshares Tr	2.7%	2.6%	20,418,578	+4.3%	$15.3B
MSFTMicrosoft Corp	2.2%	2.5%	33,423,086	+0.3%	$12.5B
NVDANvidia Corporation	2.0%	2.0%	58,859,953	+3.3%	$11.8B
ITOTIshares Tr	1.9%	1.9%	66,599,281	+1.0%	$10.9B
GOOGLAlphabet Inc	1.8%	1.6%	29,187,481	+5.0%	$10.4B
AVGOBroadcom Inc	1.7%	1.6%	25,147,594	-2.1%	$9.5B
SPYState Str Spdr S&p 500 ETF T	1.6%	1.2%	11,997,971	+27.4%	$9.0B
VOVanguard Index Fds	1.5%	1.6%	109,705,786	+295.0%	$8.8B
IEFAIshares Tr	1.5%	1.5%	90,734,083	+6.5%	$8.8B
AMZNAmazon Com Inc	1.4%	1.5%	34,742,451	-0.8%	$8.3B
JPMJpmorgan Chase & Co	1.3%	1.4%	23,350,060	+1.5%	$7.6B
IEMGIshares Inc	1.3%	1.2%	91,123,857	+4.3%	$7.5B
GOOGAlphabet Inc	1.1%	1.0%	18,685,128	+3.7%	$6.6B
AGGIshares Tr	1.1%	1.3%	65,014,488	+2.1%	$6.4B
METAMeta Platforms Inc	1.0%	1.1%	10,022,693	+3.8%	$5.6B
LLYEli Lilly & Co	1.0%	0.8%	4,646,119	+5.5%	$5.6B
QQQInvesco Qqq Tr	0.9%	0.8%	7,242,173	+11.4%	$5.3B
IWRIshares Tr	0.9%	0.8%	45,367,356	+5.9%	$5.0B
VVisa Inc	0.8%	0.5%	13,864,137	+67.9%	$4.8B
XLKSelect Sector Spdr Tr	0.8%	0.6%	24,424,085	+4.7%	$4.7B
VOOVanguard Index Fds	0.8%	0.7%	6,461,383	+3.4%	$4.4B
CSCOCisco Sys Inc	0.8%	0.6%	37,731,017	-2.0%	$4.4B
JNJJohnson & Johnson	0.8%	0.8%	17,374,433	+2.7%	$4.4B
IJHIshares Tr	0.8%	0.7%	57,005,004	+6.5%	$4.4B
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.8%	57,998,723	-5.5%	$4.1B
GSLCGoldman Sachs ETF Tr	0.7%	0.7%	27,444,512	-2.3%	$3.9B
IWMIshares Tr	0.6%	0.5%	11,796,516	+23.4%	$3.5B
MUMicron Technology Inc	0.6%	—	2,851,067	—	$3.3B
ADIAnalog Devices Inc	0.6%	0.5%	8,221,709	-1.8%	$3.3B
WMTWalmart Inc	0.6%	0.7%	28,786,662	-1.7%	$3.3B
AMDAdvanced Micro Devices Inc	0.6%	—	5,588,933	—	$3.2B
LRCXLam Research Corp	0.6%	—	7,313,492	—	$3.2B
CVXChevron Corporation	0.5%	0.7%	17,544,909	-2.7%	$2.9B
COSTCostco Wholesale Corporation	0.5%	0.6%	3,106,170	-0.2%	$2.9B
USHYiShares Broad USD High Yield Corporate B	0.5%	—	71,640,220	—	$2.7B
AMGNAmgen Inc	0.5%	0.5%	7,235,462	+2.1%	$2.6B
NEENextera Energy Inc	0.4%	0.5%	29,199,799	+2.5%	$2.6B
GEGe Aerospace	0.4%	—	6,855,084	—	$2.6B
VWOVanguard Intl Equity Index F	0.4%	0.5%	41,004,690	-4.5%	$2.4B
XLFSelect Sector Spdr Tr	0.4%	0.4%	45,234,207	+3.2%	$2.4B
BRK-BBerkshire Hathaway Inc Del	0.4%	0.5%	4,833,983	-5.5%	$2.4B
BLKBlackrock Inc	0.4%	0.5%	2,504,990	+1.2%	$2.4B
VIGVanguard Specialized Funds	0.4%	0.5%	10,056,282	-6.8%	$2.4B
TSMTaiwan Semiconductor Manufac	0.4%	—	4,964,720	—	$2.4B
IUSBIshares Tr	0.4%	0.5%	50,463,381	+1.8%	$2.3B
ABBVAbbvie Inc	0.4%	0.4%	9,017,580	+1.2%	$2.3B
CATCaterpillar Inc	0.4%	—	2,118,690	—	$2.3B
VUGVanguard Index Fds	0.4%	0.4%	26,191,295	+491.6%	$2.3B
MAMastercard Incorporated	0.4%	0.4%	4,358,377	+9.5%	$2.2B

What Wells Fargo & Company/mn bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+491.6% shares
VO Vanguard Index Fds+295.0% shares
V Visa Inc+67.9% shares
SPY State Str Spdr S&p 500 ETF T+27.4% shares
IWM Ishares Tr+23.4% shares
QQQ Invesco Qqq Tr+11.4% shares
MA Mastercard Incorporated+9.5% shares
IJH Ishares Tr+6.5% shares

Reduced

VIG Vanguard Specialized Funds-6.8% shares
VEA Vanguard Ftse Developed Markets Index Fu-5.5% shares
BRK-B Berkshire Hathaway Inc Del-5.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.1% /yr; S&P 500 +20.1%
3 years: +18.9% /yr; S&P 500 +20.4%
5 years: +9.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$574.6B	6,628
Q1 2026	$500.1B	6,540
Q4 2025	$511.7B	6,473
Q3 2025	$489.4B	6,437
Q2 2025	$453.8B	6,441
Q1 2025	$413.7B	6,341
Q4 2024	$414.8B	6,332
Q3 2024	$411.4B	6,273
Q2 2024	$386.7B	6,270
Q1 2024	$378.1B	6,877
Q4 2023	$352.2B	6,920
Q3 2023	$319.4B	6,967

Questions about Wells Fargo & Company/mn's portfolio

What stocks does Wells Fargo & Company/mn own?

Wells Fargo & Company/mn's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 6,628 positions worth $574.6B. The largest are Apple Inc (AAPL) at 3.0%, Ishares Tr (IVV) at 2.7%, Microsoft Corp (MSFT) at 2.2%, Nvidia Corporation (NVDA) at 2.0% and Ishares Tr (ITOT) at 1.9%.

What did Wells Fargo & Company/mn buy last quarter?

In Q2 2026, Wells Fargo & Company/mn added Vanguard Index Fds (VUG) (+491.6% shares), Vanguard Index Fds (VO) (+295.0% shares) and Visa Inc (V) (+67.9% shares), compared with its Q1 2026 filing.

What did Wells Fargo & Company/mn sell last quarter?

In Q2 2026, Wells Fargo & Company/mn cut from its top 50 Phillips 66 (PSX), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vanguard Bd Index Fds (BIV), cut from its top 50 Procter & Gamble Co (PG), Vanguard Specialized Funds (VIG) (-6.8% shares), Vanguard Ftse Developed Markets Index Fu (VEA) (-5.5% shares) and Berkshire Hathaway Inc Del (BRK-B) (-5.5% shares), compared with its Q1 2026 filing.

How has Wells Fargo & Company/mn's portfolio performed?

A portfolio copying Wells Fargo & Company/mn's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.1% against +20.1%. Over 5 years: +9.7% a year against +11.6%.

When is Wells Fargo & Company/mn's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wells Fargo & Company/mn's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.